Siebel Forecasting Guide > Setting Up Forecasting > Types of Forecast Series >

Creating a Standard Personal Forecast Series

The standard personal forecast series combines the features of the personal forecast with details (Revenue Details) and the personal forecast without details (Summary Only) to provide the manager with a detailed view of all subordinate forecasts, including a roll up of any adjustments made from the summary view. The standard personal forecast is an example of a rollup forecast.

The standard personal forecast series:

• Is hierarchical and structured, allowing visibility to an entire organization's forecast efforts
• Rolls up from the bottom to the top of an organization, one level at a time
• Eliminates the need of creating multiple forecast series
• Shows a summarized as well as a detailed view of subordinate forecasts
• Allows sales representatives and managers to make revenue adjustments in the Summary view only

Use the standard personal forecast series if:

• You want to be able to review several forecasting perspectives
• Managers need to be able to obtain a detailed view of revenue opportunities from subordinates and at the same time make adjustments to aggregated forecasts from the Summary view before submission

Do not use the standard personal forecast series if:

• Management is not interested in an opportunity's specific details
• The volume of records for each forecast is high
• Sales representatives, managers, and their subordinates need to be able to adjust their forecasted revenue from the Details view of forecasts

Example: Sales representatives and managers who participate in the forecasting process typically need to see details of the revenue projection over a period of time, line by line, as well as the aggregated revenue in the summary view where they can make appropriate adjustments and roll up to management as required.

To create a standard personal forecast series

1. Navigate to the Administration - Forecast screen, then the Forecast Administration view.
2. Create a forecast series.

   For information, see Creating a Forecast Series.

3. In the new forecast series, from the Detail Depth drop-down list, select Standard.

   This provides the manager with a detailed view of all subordinate forecasts, and enables adjustments to be made from the summary view.

4. From the Visibility drop-down list, select My Revenues.

   This restricts the user's forecast to their own revenue records.

5. Define an Auto Forecast Search Spec.

   For information about defining a search specification for the forecast, see Creating Search Specifications for Forecast Series.

6. Click the Forecast Series Dates tab and add forecast dates.

   For information about adding dates, see Defining Forecast Series Dates.

7. Click the Forecast Series Participants tab and add the appropriate users.

   Alternatively, click the Forecast Series Organizations tab and add the appropriate organization. Then, select the name (or position) of the sales representatives and sales managers that need to participate in the forecast.

   For information about adding participants, see Adding Forecast Series Participants. For information about adding organizations, see Adding Forecast Series Organizations.

   NOTE:  Sales representatives and sales managers have opportunity revenue records.

8. Click the Aggregation tab and add the required aggregation levels.

   For information about adding aggregation levels, see Adding Aggregation Levels.